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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,153 hedge funds and large institutions have $23.5B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 402 increasing their positions, 454 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
+94
Holders Change %
+8.88%
% of All Funds
18.6%
Holding in Top 10
145
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
2.34%
New
167
Increased
402
Reduced
454
Closed
55
Calls
$2.29M
Puts
$3.4M
Net Calls
-$1.12M
Net Calls Change
-$3.13M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$235M
2
AC
Allstate Corporation
Illinois
+$205M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$107M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$101M
5
Morgan Stanley
Morgan Stanley
New York
+$80.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$534M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$172M
3
Osaic Holdings
Osaic Holdings
Arizona
-$135M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$98.5M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$50.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DE
476
Day & Ennis
Georgia
$2.17M +$501K +6,954 +30%
PPC
477
Park Place Capital
Alabama
$2.16M +$2.16M +29,922 New
DBT
478
Dubuque Bank & Trust
Iowa
$2.13M +$68.6K +951 +3%
CA
479
CGN Advisors
Kansas
$2.12M +$113K +1,563 +6%
Lazard Asset Management
480
Lazard Asset Management
New York
$2.12M -$6.49K -90 -0.3%
KFS
481
Kelly Financial Services
Massachusetts
$2.08M -$70K -971 -3%
KWM
482
Keebeck Wealth Management
Illinois
$2.05M +$577K +8,009 +39%
PIMG
483
Patriot Investment Management Group
Tennessee
$2.03M -$11.6K -159 -0.6%
ONST
484
Old North State Trust
North Carolina
$2.03M -$44.8K -622 -2%
WI
485
Wintrust Investments
Illinois
$2.03M +$392K +5,432 +24%
TGAM
486
TBH Global Asset Management
Tennessee
$2.02M +$16.5K +229 +0.8%
SFWC
487
Strategic Family Wealth Counselors
New Jersey
$2M +$144 +2 +0%
CWM
488
Cedar Wealth Management
California
$1.99M -$552K -7,661 -22%
EP
489
Eudaimonia Partners
Tennessee
$1.98M +$865 +12 +0%
SA
490
Scarborough Advisors
Maryland
$1.93M +$43.7K +606 +2%
SL
491
SWMG LLC
Texas
$1.92M +$130K +1,803 +7%
JFG
492
JMG Financial Group
Illinois
$1.91M -$11.4K -158 -0.6%
S
493
SignatureFD
Georgia
$1.89M -$107K -1,490 -5%
APWM
494
Atlas Private Wealth Management
New York
$1.88M -$59K -818 -3%
VWA
495
VERITY Wealth Advisors
United States
$1.85M -$13.3K -185 -0.7%
AWM
496
Avior Wealth Management
Nebraska
$1.84M -$18.7K -259 -1%
9WM
497
9258 Wealth Management
Ohio
$1.84M -$103K -1,434 -5%
EA
498
Emerald Advisors
Washington
$1.84M +$239K +3,312 +15%
BIA
499
Bell Investment Advisors
California
$1.84M +$309K +4,291 +20%
EL
500
EQ LLC
Washington
$1.83M +$61.9K +858 +3%
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